BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.54B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.33M
3
+$4.73M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.67M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.8M

Top Sells

1
+$7.34M
2
+$7.22M
3
+$2.7M
4
NVDA icon
NVIDIA
NVDA
+$2.59M
5
SYBT icon
Stock Yards Bancorp
SYBT
+$2.28M

Sector Composition

1 Technology 25.79%
2 Healthcare 12.86%
3 Financials 12.05%
4 Consumer Staples 8.52%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$114K 0.01%
2,008
302
$114K 0.01%
5,592
303
$114K 0.01%
4,630
-720
304
$113K 0.01%
3,236
305
$113K 0.01%
6,000
306
$112K 0.01%
7,017
-2,190
307
$111K 0.01%
527
-157
308
$110K 0.01%
3,500
309
$110K 0.01%
14,861
+104
310
$109K 0.01%
14,500
311
$107K 0.01%
550
312
$105K 0.01%
870
313
$105K 0.01%
8,333
314
$103K 0.01%
761
315
$103K 0.01%
2,541
-102
316
$103K 0.01%
2,400
317
$103K 0.01%
1,659
318
$102K 0.01%
10,610
319
$101K 0.01%
1,218
320
$101K 0.01%
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321
$101K 0.01%
1,355
-222
322
$99.4K 0.01%
1,600
323
$99.4K 0.01%
956
324
$99.3K 0.01%
1,082
-49
325
$99.1K 0.01%
862
11 12
13
14 15